Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,039
New
Increased
Reduced
Closed

Top Buys

1
+$722M
2
+$544M
3
+$349M
4
HD icon
Home Depot
HD
+$344M
5
TSM icon
TSMC
TSM
+$323M

Top Sells

1
+$2.37B
2
+$768M
3
+$631M
4
AAPL icon
Apple
AAPL
+$586M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$545M

Sector Composition

1 Healthcare 9.14%
2 Technology 8.58%
3 Financials 8.57%
4 Consumer Discretionary 7.66%
5 Communication Services 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4901
$295K ﹤0.01%
11,734
+8,355
4902
$295K ﹤0.01%
25,389
-22,272
4903
$292K ﹤0.01%
5,997
+1,335
4904
$292K ﹤0.01%
12,900
4905
$291K ﹤0.01%
6,022
+70
4906
$291K ﹤0.01%
44,791
-189,492
4907
$290K ﹤0.01%
39,221
-20,226
4908
$290K ﹤0.01%
81,459
-14,641
4909
$289K ﹤0.01%
6,685
+2,150
4910
$289K ﹤0.01%
222,028
-829,244
4911
$289K ﹤0.01%
16,558
-43,043
4912
$288K ﹤0.01%
606
+507
4913
$288K ﹤0.01%
8,072
-4,022
4914
$288K ﹤0.01%
11
4915
$288K ﹤0.01%
24,816
+6,991
4916
$287K ﹤0.01%
8,721
-4,882
4917
$287K ﹤0.01%
34,611
-2,352
4918
$287K ﹤0.01%
28,802
-3,175
4919
$286K ﹤0.01%
18,031
-12,878
4920
$285K ﹤0.01%
74,404
+10,544
4921
$284K ﹤0.01%
4,470
-4,141
4922
$284K ﹤0.01%
23,316
+18,038
4923
$283K ﹤0.01%
30,745
+4,072
4924
$283K ﹤0.01%
10,133
-381
4925
$281K ﹤0.01%
15,442
-186
195 196
197
198 199